Thursday, May 2, 2024
Trade War Fallout? Boring Stocks Are Making New Highs

Trade War Fallout? ‘Boring’ Stocks Are Making New Highs

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President Trump's trade war with China has tech investors running for cover as some "boring" stocks keep climbing. Insurers, food companies and utilities aren't glamorous, but several names in each group hit new 52-week highs...

Options Trader Sees Opportunity in China Crisis: Volatility Spotlight

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Semiconductors are having their worst month this decade, but one big options trader is calling a bottom in a key name. Xilinx (XLNX) has been one of the industry's top performers in the last year...
This Real Estate Fund Looks More Like a Stealth Technology Trade

Is Real Estate ETF a Stealth Technology Trade?

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Believe it or not, real-estate investment trusts (REITs) are leading the market this month. The SPDR Real Estate ETF (XLRE) is up 1.8 percent so far in May. That contrasts with a 2.4 percent drop...
Glass Seems Half Full in Big Tech: Earnings this Week

Glass Seems Half Full in Big Tech: Earnings this Week

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Investors stayed bullish on big technology stocks in the last week, even when their results missed estimates. Cisco Systems (CSCO), Take-Two Interactive Software (TTWO) and Booking (BKNG), and JD.com (JD) all rallied after reporting quarterly...

Bears Linger in Debt Laden Steelmaker: Options Recap

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Steelmakers keep struggling, and now bears are looking for one of the weakest names to drop. AK Steel (AKS) has lost more than half its value in the last year, making it one of worst-performing...
Does U.S. Have the Upper Hand in Trade War? A Consensus Is Emerging

Does U.S. Have the Upper Hand in Trade War? A Consensus Is Emerging

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Did President Trump pick a good time for the U.S. to engage in a trade war with China? There seems to be a growing consensus in his favor -- politically and economically. First, prominent members...

Good News Shrugged Off: Earnings This Week

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Investors are looking past good quarterly results and punishing stocks that missed estimates. In the last week, companies like Walt Disney (DIS), Allergan (AGN), Electronic Arts (EA) and KLA Tencor (KLAC) beat estimates, only to...
Solar ETF Shining as Rest of Market Dives Lower

Solar ETF Shining as Rest of Market Dives Lower

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The S&P 500 had its worst day in over a month, but one forgotten corner of the market was shining. The Invesco Solar Energy ETF (TAN) rose 2.35 percent on Tuesday, bucking a drop of...
Bears Still Proliferating, and Not Just Because of Tariffs on China

Bears Still Proliferating, and Not Just Because of Tariffs on China

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Sentiment has swung sharply bearish this week. President Trump's tariffs on China are a big part of the story, but health care's another major culprit. The biggest decliner in the S&P 500 today, for instance,...

Podcast: Uber’s IPO and the Truth About Tech

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Uber’s initial public offering (IPO) is scheduled for Friday. In this podcast we break down what it means for Uber and the broader technology sector.
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